+330.8%
JCI vs EMB
+30.4%
+300.4%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.6% | -0.5% |
| 7D | +0.4% | -1.1% | +1.5% | +1.7% |
| 30D | -7.7% | -1.1% | -6.7% | -6.6% |
| 3M | +2.8% | -0.8% | +3.5% | +3.7% |
| 6M | +7.2% | -0.1% | +7.3% | +7.5% |
| YTD | +20.0% | +0.4% | +19.5% | +19.6% |
| 1Y | +33.3% | +3.3% | +30.0% | +28.7% |
| 3Y | +161.3% | +29.0% | +132.3% | +97.2% |
| 5Y | +108.8% | +6.3% | +102.4% | +96.5% |
| All | +330.8% | +30.4% | +300.4% | +243.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded EMB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling